Kopp Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
173,093
+116,980
| +208% | +$7.26M | 6.95% | 5 |
|
|
2025
Q1 | $3.27M | Buy |
56,113
+1,650
| +3% | +$96.3K | 2.26% | 13 |
|
|
2024
Q4 | $3.39M | Buy |
54,463
+53,898
| +9,539% | +$3.36M | 2.15% | 13 |
|
|
2024
Q3 | $35K | Hold |
565
| – | – | 0.02% | 21 |
|
|
2024
Q2 | $33K | Hold |
565
| – | – | 0.02% | 20 |
|
|
2024
Q1 | $34K | Hold |
565
| – | – | 0.02% | 20 |
|
|
2023
Q4 | $31K | Hold |
565
| – | – | 0.02% | 20 |
|
|
2023
Q3 | $28K | Hold |
565
| – | – | 0.02% | 20 |
|
|
2023
Q2 | $30K | Hold |
565
| – | – | 0.02% | 21 |
|
|
2023
Q1 | $28K | Hold |
565
| – | – | 0.02% | 21 |
|
|
2022
Q4 | $27K | Sell |
565
-45
| -7% | -$2.15K | 0.02% | 22 |
|
|
2022
Q3 | $27K | Hold |
610
| – | – | 0.02% | 13 |
|
|
2022
Q2 | $28K | Hold |
610
| – | – | 0.02% | 13 |
|
|
2022
Q1 | $33K | Hold |
610
| – | – | 0.02% | 13 |
|
|
2021
Q4 | $35K | Sell |
610
-125
| -17% | -$7.17K | 0.02% | 13 |
|
|
2021
Q3 | $39K | Hold |
735
| – | – | 0.02% | 12 |
|
|
2021
Q2 | $40K | Hold |
735
| – | – | 0.02% | 11 |
|
|
2021
Q1 | $38K | Hold |
735
| – | – | 0.02% | 11 |
|
|
2020
Q4 | $34K | Hold |
735
| – | – | 0.01% | 11 |
|
|
2020
Q3 | $27K | Buy |
+735
| New | +$27K | 0.01% | 11 |
|